See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,724 | $48,265-59.1% | $68,791-71.3% | $68,494-71.2% |
| Participation rate | 45.0% | 60.7%-15.7pp | 69.0%-24.0pp | 67.9%-22.9pp |
| Annual return | -19.37% | -12.71%-6.7pp | -6.38%-13.0pp | -7.84%-11.5pp |
| Employer contribution / active EE | $1,483 | $1,829-18.9% | $2,655-44.1% | $2,596-42.9% |
| Participant deferral / active EE | $2,862 | $2,867-0.2% | $3,941-27.4% | $4,027-28.9% |
| Admin fee / account holder | $258 | $4,355-94.1% | $4,932-94.8% | $5,403-95.2% |